Sam Summerlin

Experience

1. Project Manager - Implementations Consultant

   Dynamo Software

   Jun 2021 — Present · Denver, CO, US

   Dynamo Software is an end-to-end cloud-based enterprise CRM for the alternative investment ecosystem with over clients managing over $5 Trillion in assets.Overall, the role is a hybrid between Project Manager (PM) and Implementation Consultant (IC). Responsibilities include-(PM) Define and document project scope, goals, and deliverables-(PM) Coordinate and track project deliverables assigned to both internal and external project team members (Business Analysts, Developers, Senior Management, Legal and Compliance, and External Stakeholders)-(PM) Management responsibilities include: leading all calls and acting as primary point of contact for clients, developing project plans to ensure deadlines are met, and proposing/implementing UI configurations to better suit individual client needs-(IC) Technical responsibilities include conducting client user training sessions, data imports, UI configurations and testing based on client feedback, and knowledge transfer-(IC) Translate business requirements into technical specifications to build out client report development or workflow configuration-(IC) Advise development team on new features based on client feedback to improve customer satisfaction and efficiency of core product.

Education

• The George Washington University

  Bachelor of Business Administration (B.B.A.), Finance and International Business, Minor in Economics, GPA: 3.86, Summa Cum Laude (Finance GPA: 4.0)

  2013 — 2017